Strategic Advisory & Investment Origination

Portugal & Europe REAL ESTATE · HOSPITALITY · PRIVATE EQUITY GET IN TOUCH

REALITIES

PORTUGAL’S REAL ESTATE MARKET IS FRAGMENTED, OPAQUE, AND RELATIONSHIP-DRIVEN. PUBLIC EXPOSURE CAN WEAKEN LEVERAGE, AFFECTING PRICING, DISCRETION, AND OUTCOMES FOR INVESTORS AND ASSET OWNERS ALIKE.

INVESTORS ARE OFTEN SHOWN TOO MUCH AND TOLD TOO LITTLE. ‘OFF-MARKET’ IS FREQUENTLY JUST A LABEL, WHILE LEGAL, OWNERSHIP, AND
STRUCTURAL ISSUES TEND TO SURFACE LATE IN THE PROCESS.

APPROACH

I BRING OVER 25 YEARS OF INTERNATIONAL EXPERIENCE IN CORPORATE LEADERSHIP, STRATEGY AND BOARD-LEVEL ADVISORY TO INVESTMENT ORIGINATION, ACQUISITIONS AND STRATEGIC PARTNERSHIPS.

I WORK WITH INVESTORS, BUSINESS OWNERS, DEVELOPERS, HOSPITALITY OPERATORS AND PRIVATE EQUITY FIRMS, DRAWING ON AN INTERNATIONAL NETWORK BUILT THROUGHOUT MY CAREER AND DIRECT ACCESS TO SENIOR DECISION-MAKERS.

I COMBINE COMMERCIAL JUDGMENT WITH AN UNDERSTANDING OF BUSINESS AND OWNERSHIP DYNAMICS. I WORK SELECTIVELY WITH SERIOUS COUNTERPARTIES. CLEAR COMMERCIAL TERMS, DISCRETION, INDEPENDENCE AND ACCOUNTABILITY ARE NON-NEGOTIABLE.

WHO I WORK WITH

PRIVATE INVESTORS & FAMILY OFFICES
Acquisitions, development projects and selected investment opportunities across real estate, hospitality and other real assets.

REAL ESTATE INVESTORS & DEVELOPERS
Investment-grade assets, development land, repositioning opportunities and strategic partnerships.

HOTEL OWNERS & HOSPITALITY OPERATORS
Hotel acquisitions, development opportunities, operator partnerships, management agreements, leases and franchises.

PRIVATE EQUITY FIRMS & BUSINESS OWNERS
Origination of acquisition targets, corporate transactions, business disposals and strategic investment opportunities.

PROCESS

1. MANDATE & REPRESENTATION

  • WHY PORTUGAL. WHY NOW
  • OBJECTIVES
  • WHAT YOU ARE BUILDING, OR LEAVING BEHIND

2. Financial clarity

  • TOTAL ACQUISITION COSTS
  • FINANCING OPTIONS, IF RELEVANT
  • CURRENCY AND STRUCTURAL CONSIDERATIONS
  • INTRODUCTIONS TO INDEPENDENT BROKERS, IF REQUIRED.

3. Search & curation

  • Access to the full market, with a focus on off-market and owner-direct assets
  • No wasted time
  • A short list that fits

4. Viewings

  • EVERY VISIT IS INTENTIONAL.
  • IF YOU ARE ABROAD, I VIEW ON YOUR BEHALF, PROVIDING PHOTOS, VIDEO, CONTEXT, AND JUDGMENT.

5. Due diligence

  • Value assessed against real comparables
  • Surveyors engaged when appropriate
  • Legal clarity before commitment

6. Negotiation & acquisition

  • Offer strategy
  • CPCV terms
  • Final deed (Escritura)
  • Drama-free execution.

7. Trusted ecosystem

Introductions to a trusted network: Lawyers · Architects · Engineers · Builders · Designers · Property managers

Only people I would use myself.

  • Introductions to a trusted network: Lawyers · Architects · Engineers · Builders · Designers · Property managers
  • Only people I would use myself.

ABOUT ANNA

I BRING 25+ YEARS OF INTERNATIONAL EXPERIENCE IN CORPORATE LEADERSHIP, STRATEGY AND BOARD-LEVEL ADVISORY, INCLUDING SENIOR ROLES AT PEPSICO AND NOVARTIS, FOUNDING TWO CONSULTING BUSINESSES, AND ADVISING GLOBAL COMPANIES SUCH AS ASTRAZENECA, DANONE, MEDTRONIC, FRESENIUS, B. BRAUN OR TAKEDA.

AS AN INVESTOR MYSELF, I HAVE HANDS-ON EXPERIENCE BUYING, SELLING, RENOVATING AND HOLDING RESIDENTIAL ASSETS ACROSS EUROPE, INCLUDING THE OWNERSHIP, DEEP RENOVATION AND LONG-TERM STEWARDSHIP OF A LARGE HISTORIC PROPERTY NEAR BRUSSELS.

POLISH BY BIRTH, I HAVE LIVED AND WORKED IN GERMANY, SWITZERLAND AND BELGIUM BEFORE SETTLING IN PORTUGAL IN 2021. I SPEAK SIX LANGUAGES FLUENTLY.

BEYOND BUSINESS, I AM A MOTHER OF TWO, TEDX SPEAKER, SKIER, COLLECTOR OF ART AND ANTIQUES, AND POET. MY WRITING APPEARS AT LOVEANDLISBON.COM.

Inside PORTUGAL

PORTUGAL IS MY CHOSEN HOME. I KNOW IT FIRSTHAND  NOT AS A VISITOR, BUT AS SOMEONE WHO HAS BUILT A LIFE AND BUSINESS HERE.

LISBON IS NOT CASCAIS. CASCAIS IS NOT SINTRA. PORTUGAL DOES NOT MOVE AT A NORTHERN PACE  AND IT SHOULDN’T. UNDERSTANDING ITS CULTURAL NUANCES IS ESSENTIAL TO UNDERSTANDING HOW THE COUNTRY WORKS.

I WRITE ABOUT PORTUGAL ANALYTICALLY IN THE MEDIA AND ON LINKEDIN, AND LYRICALLY AT  LOVEANDLISBON.COM. I AM INVESTED IN PORTUGAL’S LONG-TERM FUTURE, AND IN CONNECTING PEOPLE, CAPITAL AND IDEAS THAT CONTRIBUTE TO IT.

MY WORK IS ONE EXPRESSION OF THAT COMMITMENT.

Notes from Cascais

An occasional personal note with curated insights, off-market picks and recommendations I don’t share elsewhere.